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GREENWICH, CT · CIK 0001061165
Portfolio Value
$27.51B
Positions
41
New
15
Increased
10
Decreased
15
Sold Out
6
LONE PINE CAPITAL LLC (GREENWICH, CT) reported a portfolio value of $27.51B across 41 positions in their Q4 2020 SEC 13F filing (period ending 2020-12-31). The top 10 positions account for 45.9% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | $2.03B | 7.39% | +4.2% |
| 2 | COUPEURCOUPA SOFTWARE INC | $1.43B | 5.20% | -2.5% |
| 3 | MSFTMICROSOFT CORP | $1.40B | 5.10% | -2.0% |
| 4 | GPNGLOBAL PMTS INC | $1.36B | 4.96% | -1.0% |
| 5 | NFLXNETFLIX INC | $1.33B | 4.82% | +8.9% |
| 6 | UNHUNITEDHEALTH GROUP INC | $1.12B | 4.05% | -19.4% |
| 7 | ADBEADOBE SYSTEMS INCORPORATED | $1.01B | 3.67% | +19.6% |
| 8 | MELIMERCADOLIBRE INC | $1.00B | 3.64% | +179.5% |
| 9 | SNAPSNAP INC | $976.89M | 3.55% | New |
| 10 | LBEURL BRANDS INC | $976.80M | 3.55% | - |
| Stock | Value | Shares |
|---|---|---|
| SNAPSNAP INC | $976.89M | 19,510,587 |
| CVNACARVANA CO | $586.46M | 2,448,265 |
| BILIBILIBILI INC | $514.67M | 6,004,127 |
| FTCHQFARFETCH LTD | $514.60M | 8,064,560 |
| FISFIDELITY NATL INFORMATION SV | $396.07M | 2,799,907 |
| DASHDOORDASH INC | $322.18M | 2,256,931 |
| MDBMONGODB INC | $315.89M | 879,832 |
| 2655787DBLUEPRINT MEDICINES CORP | $303.83M | 2,709,138 |
| ARGXARGENX SE | $157.71M | 536,259 |
| AM6AMICUS THERAPEUTICS INC | $154.21M | 6,678,788 |
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